See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,399 | $175,202+8.1% | $149,673+26.5% | $139,434+35.8% |
| Participation rate | 39.1% | 83.4%-44.2pp | 78.8%-39.6pp | 80.3%-41.2pp |
| Annual return | 16.85% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,144 | $5,474-60.8% | $4,818-55.5% | $4,751-54.9% |
| Participant deferral / active EE | $5,226 | $6,519-19.8% | $5,680-8.0% | $6,710-22.1% |
| Admin fee / account holder | $1,082 | $16,150-93.3% | $13,210-91.8% | $11,403-90.5% |